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Steve Schonfeld’s IES Holdings IESC Stock Holding History

Steve Schonfeld’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940K Buy
+1,279
New +$826K ﹤0.01% 1510
2024
Q3 		– Sell
-2,910
Closed -$405K – 2205
2024
Q2 		$405K Buy
+2,910
New +$409K ﹤0.01% 1577

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Steve Schonfeld's IESC Position: Q2 2026 in Review

Steve Schonfeld opened a new position in IES Holdings (IESC) in Q2 2026: 1,279 shares worth $940K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in IESC as recently as Q2 2024.

Steve Schonfeld first reported a position in IESC in Q2 2024 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Steve Schonfeld held 1,279 shares of IES Holdings worth $940K as of Q2 2026.
  • IES Holdings was a new Steve Schonfeld position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1510 holding.
  • Steve Schonfeld first reported a position in IES Holdings in Q2 2024 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.